A party ledger shows every bill and payment for a customer in one place, so you can see exactly what they owe and why. You can also download it as a statement and send it to the customer.

Step 1: Open Parties Details

1. Go to Parties › Parties Details.
2. Each customer is listed with their closing balance.
3. Click the eye icon next to a customer. Their party ledger opens below.

Step 2: Read the Ledger

• Each row is a bill or a payment.
• Invoices appear in Debit and payments appear in Credit.
• Balance shows what is still due after each entry.
• Closing Balance at the top is what the customer owes you today.
• Pick a date range to see the ledger for any period.

Step 3: Download the Statement

1. Click View PDF to download a clean ledger statement for this customer.
2. Or click Export CSV to open the ledger in a spreadsheet.

Step 4: Share It on WhatsApp

Click the WhatsApp icon next to the customer in the parties list, and attach the downloaded statement in the chat.

Frequently Asked Questions

Q: Why does a customer show a balance when they say they have paid?

The payment may not have been recorded. Add it from Payments › Payment In and link it to the invoice. The ledger updates straight away.

Q: Can I see the ledger for one month only?

Yes. Choose the start and end dates above the ledger.

Q: Does the ledger work for suppliers too?

Yes. Open any vendor in Parties Details to see purchases and payments made to them.

Need Help?

Our support team is available:

• 📞 Call/WhatsApp: 8882468190
• 📧 Email: support@billclap.com
• 🕐 Support Hours: Monday to Friday, 10 AM – 6:30 PM